The Latest

  • Ryan Sachtjen is co-founder of WatchTower Technologies.

    October 9
    Headshot - Ryan Sachtjen.png
  • Kevin Cumley is director of the Sage Intacct accountants program where he is responsible for managing the BPO/outsourcing channel in partnership with CPA.com (an AICPA company). He started his career in public accounting during the 1980s implementing the first generation of PC-based accounting systems for small to midsized organizations. Cumley then founded and was president of Forepoint, an award-winning reseller of accounting software, which over the next 20 years became one of the largest and most successful VAR’s in North America and was consistently ranked as a Top 100 firm. For several years prior to joining Sage Intacct he was an executive with Abila developing and building programs for channel partners and the CPA industry.

    Cumley has over 30 years of experience in the technology industry providing ERP, CRM and HRMS solutions to small and midsized companies and is recognized as a leading expert in outsourced accounting using cloud financial solutions. He was also a founding member of the Information Technology Alliance, where he served on the Board of Directors and was board chair, along with being instrumental in developing several key initiatives while there including the project management and leadership development programs.

    Cumley is a regular speaker at industry conferences and has delivered presentations on a wide variety of topics including cloud solutions, outsourced accounting, mergers and acquisitions, project management, technology trends, process improvement, and business development.

    October 9
  • Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.

    October 9
    “Now we don’t have to rely on third-party legacy vendors,” says Vlad Tenev, co-founder and co-CEO of Robinhood.
  • The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

    October 9
  • Jim Fitzpatrick is president and CEO of NICSA

    October 9
    "We plan to bring forth an array of compelling and timely discussions," says NICSA President Jim Fitzpatrick.
  • Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

    October 9
    Whitfield Athey
    Delta Data
  • The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.

    October 8
    Retirement-091218
  • Since this March, almost 100 firms have settled with the regulator for approximately $173 million. Other cases are still pending.

    October 8
    BMO Harris Bank To Emphasize Digital Revamp In U.S. Strategy Shift 10/8/19
  • Bill Mahler had been chairman of the firm’s equity capital markets and equity asset management units. He was also on the executive committee.

    October 8
    ows_10-08-2019 Baird asset management revenue (1).png 10/8/19
  • The venture would mark a return to private banking on U.S. soil after an agreement to transfer its U.S. brokerage to Wells Fargo in 2015.

    October 8
    A pedestrian walks past the Credit Suisse Group AG headquarters in New York, U.S., on Wednesday, Sept. 19, 2018. Credit Suisse and UBS Group AG could manage a potential share sale of Stadler Rail AG as it explores a potential initial public offering. Photographer: Jeenah Moon/Bloomberg